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Shaunessy & Co. Ltd. (Calgary)


Shaunessy & Co. Ltd. is a large advisory firm based in Calgary. It manages $280 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004.

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Shaunessy & provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shaunessy &: assets under management

The assets under management (AUM) of Shaunessy & Co. Ltd. is $280 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1767% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $280 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shaunessy & Co. Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Calgary

The principal office where Shaunessy & Co. Ltd. performs its advisory services is located at 933 17 Th Avenue Sw, Calgary, T2 T 5 R6, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 403-802-3108 or by fax 403-802-3119. The normal business hours are 9 am 5 pm on Monday - Friday. You can find more information about the New York firm at www.shaunessy.com.


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